Defined Benefit (Pension) · DOL Form 5500 · 2024

Josiane Lederman, M.D., P.C. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
33rd
Percentile by assets National rank
$318,023
Avg per participant High balance/head
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Official DOL plan name: Josiane Lederman, M. D. , P. C. Cash Balance Plan · Sponsored by Josiane Lederman, M.D., P.C. · New York · Healthcare & Social Assistance

$3M in assets, 9 participants

Josiane Lederman, M.D., P.C.'s Josiane Lederman, M. D. , P. C. Cash Balance Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,661 in Healthcare & Social Assistance (16,916 peers)

Josiane Lederman, M.D., P.C. multi-year trail

Josiane Lederman, M.D., P.C.'s plans moved -33.4% in assets from 2022 to 2024; this filing shows Josiane Lederman, M. D. , P. C. Cash Balance Plan at $3M / 9 participants.

#5,661
in Healthcare & Social Assistance (16,916 peers)
+16.6%
assets growth YoY

Josiane Lederman, M. D. , P. C. Cash Balance Plan among the smaller filed plans by assets

Josiane Lederman, M. D. , P. C. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,862,210 33rd percentile higher than 33% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Josiane Lederman, M. D. , P. C. Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Josiane Lederman, M. D. , P. C. Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Josiane Lederman, M. D. , P. C. Cash Balance Plan reported net income rose from $204K in the plan year 2023 filing to $408K in the plan year 2024 filing.
  • Josiane Lederman, M. D. , P. C. Cash Balance Plan reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Josiane Lederman, M. D. , P. C. Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133747349 · Josiane Lederman, M.D., P.C. PY 2024 · Defined Benefit (Pension)

Josiane Lederman, M. D. , P. C. Cash Balance Plan · $3M · 9 · 33rd

  • SCH $3M
  • SCH 9
  • SCH 33rd
  • SCH Defined Benefit (Pension)
  • SCH near Yeiser Research & Development LLC Defined Benefit Pension Plan
  • SCH ind #5661

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in New York →

Josiane Lederman, M. D. , P. C. Cash Balance Plan in the asset neighbourhood

Yeiser Research & Development LLC Defined Benefit Pension PlanYeiser Research & Developmen…$3MPension Plan for Union Employees of Bisti Fuels Company, LLCPension Plan for Union Emplo…$3MM. Ahmadi Dental Corp. Defined Benefit Pension PlanM. Ahmadi Dental Corp. Defin…$3MJosiane Lederman, M. D. , P. C. Cash Balance PlanJosiane Lederman, M. D. , P.…$3MCamp Greystone, LLC Cash Balance PlanCamp Greystone, LLC Cash Bal…$3M
End-of-year total assets ($M) among Josiane Lederman, M. D. , P. C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Josiane Lederman, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Josiane Lederman, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.36294762809754% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $4.3M $2.86M ▼ -33.5%
Year Plans Participants Total Assets
2022 2 17 $4M
2023 2 16 $5M
2024 1 9 $3M

Josiane Lederman, M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$408K
Employer EIN133747349
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Josiane Lederman, M. D. , P. C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Josiane Lederman, M. D. , P. C. Cash Balance Plan, Total assets ($B): 0.00286221 · Participants: 9Josiane Lederman, M. D. , P. C. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Josiane Lederman, M. D. , P. C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Josiane Lederman, M. D. , P. C. Cash Balance Plan side-by-side with 3 peers →

Josiane Lederman, M. D. , P. C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Yeiser Research & Development LLC Defined Benefit Pension Plan in CA ($3M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Josiane Lederman, M. D. , P. C. Cash Balance Plan assets move in 2024? ▼
Josiane Lederman, M. D. , P. C. Cash Balance Plan grew sharply - up 16.6% during 2024, from $2M to $3M. Reported net income was $408K.
How have Josiane Lederman, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Josiane Lederman, M.D., P.C.'s sponsor-wide assets declined 33.4%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Josiane Lederman, M. D. , P. C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Yeiser Research & Development LLC Defined Benefit Pension Plan in CA ($3M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Josiane Lederman, M. D. , P. C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133747349.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.